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15 important things you should know about AMG Funds BRWIX mutual fund

Updated: November 20, 2020
14
Bull Case
  • No sales load or distribution fees
Bear Case
  • Low net assets
  • 3-year return below the benchmark
  • 5-year return below the benchmark
  • 10-year return below the benchmark
  • 15-year return below the benchmark
  • High expense ratio

Before we start: if you’re looking for BRWIX “stock” price, you can quickly find it out by visiting Finny and typing "BRWIX quote". If you’re looking for a quick scoop on BRWIX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "BRWIX". You’ll get all this info in one place.

Are you looking to buy or sell BRWIX? Or perhaps you’re looking for BRWIX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this BRWIX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: BRWIX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: BRWIX buy or sell; the pros and cons of investing in BRWIX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to BRWIX.

And here is the list of questions we’ll answer:

  1. Describe AMG Funds I: AMG Managers Brandywine Fund; Class I Shares (BRWIX).
  2. What are BRWIX holdings?
  3. What is BRWIX performance? What are BRWIX historical returns?
  4. How many up and down years did BRWIX have historically?
  5. What is BRWIX dividend yield?
  6. What is BRWIX minimum initial investment amount?
  7. What is BRWIX expense ratio?
  8. Does BRWIX have any sales loads or 12b-1 distribution expenses?
  9. What is BRWIX tax efficiency (tax-cost ratio)?
  10. What is BRWIX beta? How would you assess BRWIX risk?
  11. What is BRWIX Sharpe ratio?
  12. What is BRWIX Finny Score? BRWIX buy or sell?
  13. What are the pros of investing in BRWIX? What are BRWIX buy reasons?
  14. What are the cons of investing in BRWIX? What are BRWIX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe AMG Funds I: AMG Managers Brandywine Fund; Class I Shares (BRWIX).

The Fund seeks long term capital appreciation by investing in common stocks. While the Fund maintains an all-cap focus, its rapid earnings growth requirement most often leads it to smaller and mid-cap stocks with room to grow.

2. What are BRWIX top holdings?

BRWIX has 55 stock holdings and 0 bond holdings.

The top 10 holdings represent 28.82% of total assets. Here are the top holdings:

Name Symbol % Assets
Tandem Diabetes Care Inc TNDM 4.90%
Amazon.com Inc AMZN 4.67%
Facebook Inc A FB 2.86%
Adobe Inc ADBE 2.65%
Generac Holdings Inc GNRC 2.37%
Enphase Energy Inc ENPH 2.36%
Salesforce.com Inc CRM 2.28%
Corning Inc GLW 2.25%
SVMK Inc SVMK 2.25%
Activision Blizzard Inc ATVI 2.23%

3. What is BRWIX performance? What are BRWIX historical returns?

BRWIX has generated the following returns:

  • 1-month return is -0.02%;
  • 3-month return is 5.54%;
  • 1-year return is 22.50%;
  • 3-year return is 13.93%;
  • 5-year return is 13.01%;
  • 10-year return is 10.75%;
  • 15-year return is 6.47%.

4. How many up and down years did BRWIX have historically?

In the last 10 years, BRWIX had 8 up years and 2 down years.

BRWIX up and down years

5. What is BRWIX dividend yield?

BRWIX yield is 0%.

6. What is BRWIX minimum initial investment amount?

BRWIX minimum initial investment amount is $100.00K.

7. What is BRWIX expense ratio?

BRWIX expense ratio is 1.1%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

BRWIX expenses

8. Does BRWIX have any sales loads or 12b-1 distribution expenses?

BRWIX 12b-1 distribution fee is 0. BRWIX front-end sales load is 0. BRWIX back-end sales load is 0.

9. What is BRWIX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 2.25%;
  • 3-year ax cost ratio is 0.76%.
BRWIX tax costs

10. What is BRWIX beta? How would you assess BRWIX risk?

  • 3-year beta is 1.04;
  • 5-year beta is 1.04;
  • 10-year beta is 1.12.
BRWIX Beta

11. What is BRWIX Sharpe ratio?

  • 3-year Sharpe ratio is 0.59;
  • 5-year Sharpe ratio is 0.72;
  • 10-year Sharpe ratio is 0.68.
BRWIX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 14. Our quantitative analysis shows 1 reason to buy and 6 reasons to sell it, resulting in the Finny Score of 14.

13. What are the pros of investing in BRWIX? What are BRWIX buy reasons?

The following are BRWIX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in BRWIX? What are BRWIX negatives?

The following are BRWIX weaknesses from our perspective:

  • <strong>BRWIX net assets</strong> are $835.80 million. This fund is not a popular choice with retail investors.
  • <strong>BRWIX 3-year return</strong> is 13.93%, which is lower than the 3-year return of the benchmark index (Russell 3000 Growth TR USD), 21.33%.
  • <strong>BRWIX 5-year return</strong> is 13.01%, which is lower than the 5-year return of the benchmark index (Russell 3000 Growth TR USD), 18.71%.
  • <strong>BRWIX 10-year return</strong> is 10.75%, which is lower than the 10-year return of the benchmark index (Russell 3000 Growth TR USD), 16.63%.
  • <strong>BRWIX 15-year return</strong> is 6.47%, which is lower than the 15-year return of the benchmark index (Russell 3000 Growth TR USD), 12.15%.
  • <strong>BRWIX expense ratio</strong> is 1.1%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the BRWIX review, we covered BRWIX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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